Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Paige is a financial professional with over 16 years of experience in the financial services industry. Kerry is currently registered with Wells Fargo Clearing Services, LLC in Arizona and Texas and has been with the firm since November 2016. Kerry also has prior registrations with Wells Fargo Investments, LLC, C.R.I. Securities, Inc., and Securian Financial Services, Inc. Kerry holds the Series 6, 7, and 66 securities licenses. Kerry is able to provide financial services to individuals, families, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/10/2016 - Present
Wells Fargo Clearing Services, LLC (SUN CITY AZ)
AZ
05/02/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GLENDALE AZ)
MN
07/19/2002 - 10/31/2002
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
07/19/2002 - 10/31/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 05/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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